Dobson Street LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dobson Street LLC provides discretionary portfolio management and financial planning to a mix of individuals, families, trusts, estates, business entities, pooled investment vehicles, and qualified and non‑qualified plans. Services include creating client‑specific Investment Policy Statements and ongoing portfolio oversight across mutual funds, ETFs, equities, fixed income, real‑estate funds, and annuities.
The firm emphasizes tailored advice grounded primarily in fundamental analysis while also employing technical methods, and it implements strategies ranging from long‑term buy‑and‑hold to shorter‑term trading under discretionary authority. Client risk tolerances and objectives are documented in an IPS, the firm generally favors low‑cost index funds and no‑load mutual funds when appropriate, and accounts are reviewed at least quarterly.
Dobson Street is distinctive for operating at a small scale (two advisors serving roughly 60 client relationships with about $8.4 million in assets) and for its close operational ties to an independent trust company: the firm’s principal is a founder and shareholder of National Advisors Trust Company, and the adviser requires clients to use that trust company for custody. The brochure also discloses an outside insurance‑agency activity that offers fee‑based, non‑commission insurance products and notes the potential receipt of custodial research or services (soft‑dollar benefits), features that set it apart from many peers.
Client services
Expertise
Fee options
Fixed retainer (flat fee for the year) or project fees, negotiated
$250 to $400 per hour (negotiated hourly fee)
Main office
See office1531 Aloma Avenue
Winter Park FL 32789
Advisors at this office
1
Offices (2)
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Keith H
CFP®, Series 63
Orlando, FL
Dobson Street LLC
Keith Haskell is a CFP® with 36 years of industry experience, currently serving at Dobson Street LLC since 2017. His prior experience includes roles at Wilbanks Securities Advisory and Wilbanks Securities, Inc. He also serves as Chairman of the Finance Committee and Treasurer at Pines Castle United Methodist Church. Dobson Street LLC provides discretionary portfolio management and financial planning for individuals, families, trusts, estates, business entities, and qualified plans. The firm’s approach combines fundamental and technical analysis to tailor investment strategies documented in client-specific Investment Policy Statements, emphasizing low-cost index and no-load mutual funds with regular portfolio reviews.
Roger T
Series 63, Series 66
Winter Park, FL
Dobson Street LLC
Roger Toelke is a financial advisor at Dobson Street LLC with over 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Wilbanks Securities, Inc. since 2009 and has operated R.A. Toelke & Co., a polyethylene sales business, since 1980. Outside of investment advising, he is involved in small business consulting, tax preparation, pension-related services, and life and health insurance through a separate family office consulting business. Dobson Street LLC provides discretionary portfolio management and financial planning to individuals, families, trusts, estates, business entities, pooled investment vehicles, and qualified and non-qualified plans. The firm uses a client-specific investment approach grounded in fundamental and technical analysis with strategies ranging from long-term buy-and-hold to shorter-term trading, and it operates with close ties to an independent trust company where client assets are custodied.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)